> Under the new agreement, Intel will build custom central processing units for Nvidia to build into its AI platforms for data centres, as well as a separate project to develop PC chips.
So this will let both NVidia and Intel increase sales for data center applications.
WatchDog · 1h ago
Doesn't feel all that long ago when Intel pushed Nvidia out of the chipset market, and how that felt almost existential for Nvidia at the time.
Tables have turned a fair bit since then.
andrewstuart · 1h ago
Now we know why the Lip Bu Tan CEO of Intel declared they would stop competing with Nvidia.
Hard to see the government and Nvidia buying up Intel as any sort of real solution. Intel had to compete its way back to competitiveness, not this, whatever “this” is.
lumost · 27m ago
Nvidia needs more silicon manufacturing partners to prevent TSMC from charging a significant premium. Their choices are very limited today, and almost non-existent outside of Asia.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.
So this will let both NVidia and Intel increase sales for data center applications.
Tables have turned a fair bit since then.
Hard to see the government and Nvidia buying up Intel as any sort of real solution. Intel had to compete its way back to competitiveness, not this, whatever “this” is.
Given a real geopolitical risk and NVidia’s current valuation - 5 billion seems cheap if it secures them an alternative manufacturing partner.